Microsoft Planner Premium

We help organizations implement Microsoft Planner Premium with a clear operating model, scalable governance, and executive-ready visibility.

Whether you’re standardizing delivery across teams or replacing legacy tooling, we design and implement Planner Premium so it works in your real environment: roles, templates, permissions, reporting, and integrations — all aligned to how your teams actually deliver.

Planner Premium is a strong fit when you need more structure than basic task boards — timelines, dependencies, and consistent status signals — but still want a Microsoft-native experience that scales across multiple teams and departments.

To make Planner Premium scalable, we focus on the foundations: how plans are structured, how governance is applied, how progress becomes measurable through KPIs, and how the solution connects to Microsoft 365. That’s why implementations typically include:

Planner Premium configuration, templates, and standards
Governance model (roles, permissions, change control)
Reporting & KPIs (Power BI readiness and consistency)
Integrations & automation (Teams, Power Automate, Microsoft 365)
Adoption enablement for PMO and delivery teams

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Why Planner Premium

Microsoft Planner Premium is built for teams that need project-level structure inside Microsoft 365—beyond basic task lists. It adds timeline planning, dependencies, milestones, and richer tracking so teams can coordinate “who does what by when” with fewer handoffs falling through the cracks.

It works especially well when you run many small-to-medium initiatives across departments and want a tool people will actually use day to day—embedded in the Microsoft ecosystem—while still producing consistent status signals that leadership can trust.

When Planner Premium is a good fit:

You run many small-to-medium projects and need visibility without a full EPM stack
Teams live in Microsoft 365 (especially Teams) and want work management embedded there
You need boards, timelines, and lightweight dependencies—not complex PPM features
You prefer a cloud-first solution with continuous updates and Copilot-ready capabilities

What we deliver

Every engagement is anchored in tangible deliverables you can reuse and scale across teams.

Planner Premium Design & Setup

Design of workspaces, portfolios, templates and views, plus configuration of fields, metadata and key integrations with Teams, Outlook and Power Platform.

Governance & Security Framework

Practical rules for creating and structuring plans, closing projects, and managing access, so governance and compliance are in place without slowing teams down.

Reporting & Data Readiness

Definition of core KPIs and reports, with a Power BI‑ready data model, so you can build dashboards without reverse‑engineering Planner Premium data.

Enablement & Transition Support

Role-based training, playbooks, and a structured handover—plus short post-go-live hypercare to stabilize usage and refine standards based on real adoption.

Together, these deliverables give you a repeatable way to run projects in Planner Premium – with clear structure, governance, insight, and ongoing support built in.

Project Online → Planner Premium Migration

Microsoft has announced that Project Online will retire on September 30, 2026, with end of sale for Project Online-only SKUs for new customers on October 1, 2025. We help organizations migrate to Planner Premium in a controlled way — protecting delivery continuity and executive visibility.

To ensure a controlled transition, we usually deliver the following:

• Assessment of your Project Online footprint (PWA configuration, workflows, fields, reporting)
• Target-state design in Planner Premium (what to keep, simplify, and standardize)
• Data and structure mapping (projects, schedules, status, metadata, ownership)
• Reporting continuity plan (KPI mapping + validation checkpoints)
• Pilot + wave migration with cutover runbook and go-live support

If you previously used Project for the web, Microsoft transitioned those premium plans into Planner (no separate migration for that piece).

How we implement

Implementation approach

Step 1 — Discover & Align (2–10 days)
Assess current state, align on outcomes, define pilot scope, risks and priorities.

Step 2 — Design, Configure & Integrate
Design templates, governance rules, permissions and metadata, and configure the minimum set of integrations/automation to reduce manual work.

Step 3 — Pilot, Validate & Refine
Run with real teams, validate reporting signals and operating cadence, and decide what should be standardized vs. left flexible.

Step 4 — Roll Out in Waves
Roll out to more teams in controlled waves, with clear adoption targets, feedback loops and change management support.

Planner Premium expertise

The cross-functional expertise that makes Planner Premium scalable in Microsoft 365.

PPM & Portfolio

Operating model, templates, and governance for consistent planning and status across teams.

Data & AI

KPI definitions and Power BI-ready reporting foundations for reliable portfolio visibility.

Power Platform

Intake, approvals, and automation with Power Automate/Power Apps to reduce manual work.

Microsoft 365 & Integrations

Teams integration, permissions, and maintainable architecture across Microsoft 365.

Engagement options

Choose a focused starter or a full rollout—each engagement is scoped around clear deliverables and measurable outcomes.

Engagement options:

Discovery & Planning (2–10 days)
Fast alignment on outcomes, current state, target approach for Planner Premium, and a prioritized implementation roadmap.
Planner Premium Quick Start (2–4 weeks)
Design and configuration of core Planner Premium workspaces, governance rules, templates and basic reporting, delivered with a pilot team.
Rollout Waves (4–12+ weeks)
Scaled rollout across teams, adoption enablement, and reporting consistency checks, with adjustments to templates and governance based on real usage.
Project Online to Planner Premium Migration (3–8+ weeks)
End‑to‑end migration from Project Online: analysis and mapping, migration of selected projects and data, validation with key users, and handover into your steady‑state Planner Premium setup.

In addition to the excellent support, our instructor gave us some great project management advice along the way that will help shape our use of the software.

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Schedule A Consultation

Schedule a call with Integent. We'll discuss your organization’s pain points in order to understand what it is you are trying to accomplish.

Review Our Proposal

Once we determine there is a fit, we walk you through the process of scoping out your engagement and document how we will work together in a detailed proposal. Timeline and cost for the scope of services will be laid out in detail.

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From focused projects to ongoing services, we take a customer‑centric approach with every engagement — aligning stakeholders and clarifying outcomes so everyone is working toward the same goals. We design and build cutting‑edge solutions to enable your teams to deliver measurable business value over time.

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